Would the DoL Proposal Deny Advice to the Masses?

Forcing commissioned brokers and agents to act like fiduciaries would deprive middle-class investors of access to financial advice, critics of Labor's proposal argue. Maybe. It would almost certainly deprive advisors of access to investors.

Investments + Annuities = Healthy Retirement

Many advisers still treat annuities and investments as apples and oranges--that is, not to be mixed up in a single retirement fruit salad. But experts Michael Finke, Wade Pfau and Mark Warshawsky offer recipes for combining them.

At ‘Spirit on Lake,’ Gay Retirees Find Community

Lucretia Kirby (above) and other LGBT residents of a Minneapolis apartment building celebrated the recent Supreme Court ruling on gay marriage. This article, from the Indexed Annuity Leadership Council, first appeared at indexedannuitiesinsights.org.

The Overlooked Income Vehicle, III

Systematic withdrawals from DC plans are one of the simplest and cheapest ways to generate income from tax-deferred savings in retirement. Rollovers get the headlines, but more people advocate SWPs than you might have thought.
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Today’s Dark Lords of Finance

"At some point, a real market correction will arrive. And when it does, pension funds and insurance companies will be more exposed than ever before to volatility in the equity markets," writes Friedman, the Group CEO of GAM Holding.
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Would the DoL Proposal Deny Advice to the Masses?

Forcing commissioned brokers and agents to act like fiduciaries would deprive middle-class investors of access to financial advice, critics of Labor's proposal argue. Maybe. It would almost certainly deprive advisors of access to investors.